Wealth Creation

Probably the most dominant reason people seek out financial planners is wealth creation (although there are many other issues such as asset protection, lifestyle protection, estate planning just to name a few).

Wealth creation is all about producing assets for you to enjoy at some time in the future whether it be for a holiday, to purchase a home, to pay for a wedding or the usual purpose of retirement.

As planners, it is our job to ascertain our clients’ needs/wishes/desires and devise a financial plan to achieve those goals. We are guided by your risk profile in determining the investment assets that should form part of your portfolio.

Numerous strategies are in the financial planner’s toolkit to assist in your wealth creation
Including:

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Customised Financial Planning is a friendly and professional financial planning practice. We pride ourselves on the solutions we provide to our clients, on our long-term relationships with clients, and on the qualities of our staff.

The principal of Customised Financial Planning - Stephen Mason, is a Certified Financial Planner and has been providing strategic advice to clients for more than three decades.

We prepare and implement plans for people at various stages in their lives, and for people from all walks of life.